Plan Snapshot
- Plan Sponsor: Andrews-Osborne Academy
- Sponsor EIN: 340714625
- Sponsor Address: 38588 MENTOR AVE., WILLOUGHBY, OH, 44094
- Plan Type: 403(b)
- Total Participants: 69
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 69 | $8.9M | $123,448 | $180,746 |
| 2023 | 78 | $8.2M | $91,841 | $204,306 |
| 2022 | 71 | $7.1M | $62,473 | $216,948 |